LXU LSB INDUSTRIES, INC.

NEUTRAL Impact: 3/10 8-K
Horizon weeks Filed Jun 1, 2026 Processed 11d 12h ago SEC 0001193125-26-251573
8-K context-dependent: Items 8.01
Latest settled — T+1d
LXU ▼ -1.91% at T+1d
NEUTRAL call ✗ call lost -1.91% · α vs SPY -1.19% · entry $13.06 → $12.81
Next anchor: T+5d due 5d ago
Currently $12.21 · -6.51% from $13.06 entry
Entry anchored
Jun 1, 2026
via day open
T+1d
-1.91%
call -1.91% · α -1.19%
$12.81
settled 11d ago
T+5d
call — · α —
due 5d ago
T+20d
call — · α —
in 17d
T+60d
call — · α —
in 2mo

Price Chart

Loading chart...

Executive Summary

LSB Industries accelerated the planned turnaround at its Pryor, Oklahoma facility from July 2026 to immediately (May 28, 2026). The company expects no change to the previously announced duration or cost estimates. This is an operational scheduling update with no financial figures provided.

Actionable Insight

Monitor the next quarterly earnings for any cost overruns or production impact from the accelerated turnaround. The company's statement that cost and duration are unchanged provides no new financial information, so no immediate trading action is warranted.

Key Facts

  • Turnaround at Pryor, OK facility began immediately on May 28, 2026, versus previously scheduled July 2026
  • Company expects no change to expected duration or cost estimates for the turnaround
  • No financial figures, cost estimates, or duration estimates were disclosed in the filing

Financial Impact

No financial figures disclosed; company states cost estimates unchanged

Risk Factors

  • Unexpected maintenance or repair needs discovered during the turnaround could increase costs or extend downtime
  • Supply chain disruptions or labor availability could affect turnaround completion
  • Reduced production during the turnaround may impact customer commitments and competitive position during peak nitrogen fertilizer demand

Market Snapshot

Exchange
NYSE
Sector
Industrial Inorganic Chemicals
Analyst Consensus
50% bullish (8 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-251573
Document: 0001193125-26-251573-index-headers.html0001193125-26-251573
Document: 0001193125-26-251573-index.html0001193125-26-251573
Document: 0001193125-26-251573.txt0001193125-26-251573
12 reports for LXU
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+20▲ +46.27%Feb 25, 2026
Filters
Rows
Reports for LXU — sortable, filterable
Type Now
Jun 1, 2026
11d ago
8-K
NEUTRAL ★ 3/10
$13.06 $12.81▼ −1.91%▼ −1.19%$12.21 (−6.51%)
May 22, 2026
22d ago
EFFECT
NEUTRAL ★ 3/10
$13.04 $13.36▲ +2.45%▲ +1.87%$12.21 (−6.37%)
May 21, 2026
22d ago
8-K
NEUTRAL ★ 4/10
$13.04 $13.36▲ +2.45%▲ +1.87%$12.21 (−6.37%)
May 14, 2026
29d ago
S-3
NEUTRAL ★ 5/10
$14.50 $13.88▼ −4.28%▼ −4.21%$12.21 (−15.79%)
May 14, 2026
29d ago
S-3ASR
NEUTRAL ★ 4/10
$14.50 $13.88▼ −4.28%▼ −4.21%$12.21 (−15.79%)
Apr 27, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$14.85 $15.18▲ +2.22%▲ +2.23%$12.21 (−17.78%)
Apr 15, 2026
8w ago
DEFA14A
NEUTRAL ★ 3/10
$14.15 $14.99▲ +5.94%▲ +5.68%$12.21 (−13.71%)
Apr 7, 2026
9w ago
8-K
BULLISH ★ 7/10
$14.76 $13.49▼ −8.60%▼ −9.18%$12.21 (−17.28%)
Apr 3, 2026
10w ago
8-K
NEUTRAL ★ 3/10
$15.00 $14.43▼ −3.80%▼ −3.86%$12.21 (−18.60%)
Feb 26, 2026
15w ago
Insider Cluster
BEARISH ★ 7/10
$11.54 $11.62▼ −0.69%▼ −1.15%$12.21 (−5.81%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (52h 17m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access